New Retirement Radio
- Autor: Podcast
- Narrador: Podcast
- Editora: Podcast
- Duração: 2:43:48
- Mais informações
Informações:
Sinopse
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Episódios
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Robo Advisors
08/08/2016 Duração: 17minIn the last few years Robo Advisors have risen in their popularity. Do you know what they are? Who uses them and how to get access to your funds? When does it make sense to switch to using an advisor you can meet with in person? www.proutfinancialdesign.com
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Top 10 Retirement Facts
26/07/2016 Duração: 24minJeff Levine from Ed Slott and Company, LLC has written out the 10 Retirement Facts you'll need in 2016. Dennis goes one by one to weigh in on them giving additional input from a retirement planners perspective. www.proutfinancialdesign.com
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10 Questions You Should Ask
28/06/2016 Duração: 17minThere are questions that advisors wish you knew to ask. It helps manage expectations but it also gives them more clarity on where you are starting from in your investing strategy. Dennis has sat across the desk from hundreds of people would like to share those with you. www.proutfinancialdesign.com
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Managing Expectations
01/06/2016 Duração: 22minAsking someone to manage your hard earned money is a big deal. How do you know what you can expect from an advisor? What questions should you ask? What could you expect from Prout Financial Design? www.proutfinancialdesign.com
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Meet Meg!
19/05/2016 Duração: 07minShea interviews Meg Rosenberg, our Director of Client Relations. She shares part of her personal journey into helping others take the first step to plan their retirement…SCHEDULING! She is the voice over the phone and the first person you meet at Prout Financial Design. Find out what this former Cherry Queen an d Nurse has planned for her summer…
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2015 The Best Year Ever?
18/05/2016 Duração: 21min2015 The Best Year Ever? According to The Atlantic, 2015 was the best year in history for the average human being. Looking back on the year we reflect on what is was for us. What about you? Would you consider 2015 your best year yet? http://www.theatlantic.com/international/archive/2015/12/good-news-in-2015/421200/
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Millennials & Money
08/04/2016 Duração: 11minShea interviews a Sailor who has returned to Civilian life. Whether on land or sea, Kalin Brehler has been in debt, out of debt and back into debt. The life lessons he has learned are priceless. In his words, “You are already spending your money on debt, you just need to organize it.” For more information on Prout Financial Design services, please visit our website at www.Proutfinancialdesign.com
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Mother May I?
08/04/2016 Duração: 11minHow do you access your retirement account prematurely should you need it for an emergency or for education funds? And which account should you draw from? We will let you know! For more information about Prout Financial Design services, please visit our website at www.Proutfinancialdesign.com
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Check! Check!
08/04/2016 Duração: 08minRetirement Planning is no longer what it used to be. The responsibility has shifted completely to you and the complexity can be overwhelming. Listen to get some quick tips about how to get your power back! For more information about Prout Financial Design services, please visit www.Proutfinancialdesign.com
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Our First Podcast!
07/04/2016 Duração: 21minThis is the first podcast from Prout Financial Design. Listen and learn while Retirement Planning Expert, Dennis Prout, CFP, and co-host Shea Petaja discuss and answer your questions on the latest financial news, tips, and strategies. In this episode Dennis and Shea discuss "The Family Money Talk You Must Have". For more information about Prout Financial Design's services. Please visit www.proutfinancialdesign.com